Skip to main content

Reporting Category

Report Update: New HCM Award Compensation Report and Other Updates

Oct. 2, 2018—New Report: HCM Award Compensation A new HCM Award Compensation report has been created that will allow HCM Specialists, Data Analysts and Approvers to search for and review Award Compensation data for employees by Business Unit, Work Unit, Person Name/Number, Assignment Status and/or Element.   Updated Reports The PPM Transaction Detail report has been updated for...

Read more


Report Updates: Prompts and Data Added to HCM Costing Allocation Plan and Detail Reports

Aug. 21, 2018—Additional updates have been made to the following HCM reports available in the Departmental Playbook that allow HCM Specialists and Data Analysts to run the reports using additional prompts: HCM Assignment Cost Allocation Plan COA and POET prompts added Project PI added HCM Element Cost Allocation Plan COA & POET prompts added Project PI added HCM Costing...

Read more


Report Updates: New Columns Added to Budget vs Actual Reports

Aug. 21, 2018—The Budget vs. Actual reports available through the Departmental Playbook have now been updated to include both Month-to-Date and Year-to-Date columns and variances.

Read more


New Report: HCM Cost Allocation Plan Labor Forecast

Aug. 21, 2018—A new HCM Cost Allocation Plan Labor Forecast report has been created and added to the Departmental Playbook.  This report is designed to assist HCM Specialists, Data Analysts and Business Unit/Entity Approvers with analyzing and managing labor charges by providing a monthly forecast amount and remaining time period for faculty, staff and students charged to a specific...

Read more


Reporting Update: New Prompt for Account Type and Other Updates

Aug. 6, 2018—The following updates have recently been implemented to improve financial and transaction reports in the Departmental Playbook: (1) New Prompt for Account Type In order for users to quickly isolate income statement and balance sheet accounts, a prompt for Account Type has been added to the following reports: GL Journal Transactions GL Subledger Transactions GL Account...

Read more


Update: Net Activity Added to GL Journal and Subledger Transactions Reports

Jul. 17, 2018—The GL Journal Transactions and GL Subledger Transactions reports have been updated to include a Net Activity column in addition to the Debit and Credit columns.

Read more


Update: P2P Purchasing Summary Now Includes Open Encumbrance Information

Jul. 17, 2018—Many users have requested that encumbrance information be made available for open purchase orders – thanks to some excellent work by your colleagues serving on our Oracle Cloud Data Task Force, we have been able to provide this information in the P2P Purchasing Summary report, which is available to all Financial Unit Managers, Approvers and Data...

Read more


Update: Intercompany Transactions Summary Report

Jul. 16, 2018—The Intercompany Transactions Summary report has been enhanced as follows: New Prompts User can now use the following prompts to enhance their searches of Intercompany transactions: Entity Financial Unit Transaction Status (note: the default status will be “Complete”) Party type (i.e., Provider or Receiver) Additional Transaction Information Users will now see the following additional details...

Read more


Update: HCM Employee Roster Report

Jul. 16, 2018—We have enhanced the information and functionality of the HCM Employee Roster report as follows: Updates to Fields in the Report New columns added: Position Number and Position Name VUnetID Home address and phone number Job Code Column updated: The previous “Job” column is now labelled “Job Title”   Enhanced Functionality Pending workers have been filtered out...

Read more


Update: New Links in PPM List and Overview Reports

Jul. 2, 2018—We have recently updated the following PPM reports to provide direct links to the related summary and details reports: Award List The Award List report now provides direct links to the related Award Overview reports. Award Overview The list of projects on the the Award Overview report now provides links to the related PPM Budget vs Actual report. Project...

Read more